Thomas Annin, financial advisor Overland Park KS

Thomas Annin

CRD Number: 6691544
Current Firm: Creative Planning

Thomas Annin (CRD# 6691544) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 4 years of experience in the finance industry. Thomas Annin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Creative Planning, LLC Overland Park, KS Apr 2021 - Current < 1
Sullivan, Bruyette, Speros & Blayney, LLC Mclean, VA Jun 2018 - Current 3
Bos San Francisco, CA Jul 2016 - Jun 2018 1
Virginia Tech Blacksburg, VA Aug 2012 - May 2016 3
Bos San Francisco, CA Jun 2015 - Aug 2015 < 1
Medford Lakes Colony Club Medford Lakes, NJ Jun 2014 - Aug 2014 < 1
Medford Lakes Colony Club Medford Lakes, NJ May 2013 - Aug 2014 1
Miller Family Farm Tabernacle, NJ Jul 2012 - Aug 2013 1
Medford Lakes Colony Club Medford Lakes, NJ Jul 2010 - Aug 2012 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2016
Contact Info for Thomas J. Annin
Phone Number: (866) 909-5148
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    75,589
    MILLIONS
  • Total Number of Accounts
    134,117
    ACCOUNTS
  • Average Account Value
    $563,606
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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